MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.21%
+22,914
77
$1.72M 0.21%
6,900
+252
78
$1.7M 0.21%
38,919
+52
79
$1.68M 0.21%
14,979
-20
80
$1.61M 0.2%
20,405
81
$1.58M 0.19%
344
82
$1.54M 0.19%
5,722
+164
83
$1.5M 0.18%
236,653
84
$1.48M 0.18%
12,385
85
$1.44M 0.18%
6,824
-90
86
$1.44M 0.18%
6,359
+64
87
$1.43M 0.18%
2,355
-81
88
$1.36M 0.17%
9,211
+68
89
$1.35M 0.17%
146,579
90
$1.35M 0.17%
2,528
91
$1.31M 0.16%
4,189
+75
92
$1.3M 0.16%
4,921
-18,062
93
$1.3M 0.16%
4,506
-303
94
$1.28M 0.16%
10,730
-1,753
95
$1.24M 0.15%
9,942
+193
96
$1.21M 0.15%
47,644
+507
97
$1.2M 0.15%
1,217
+47
98
$1.19M 0.15%
4,881
+22
99
$1.15M 0.14%
18,169
+289
100
$1.15M 0.14%
2,323
+7
2 3
4
5 6